$DATA (Tableau Software, Inc.)

Visual analytics company $DATA said it has appointed Adam Selipsky, most recently, VP of Marketing, Sales and Support for Amazon Web Services, as President and CEO, effective Sept. 16. Christian Chabot, Tableau's co-founder and current CEO, will continue as Chairman of BoD.

For 1Q18, $MU expects revenue to be $6.10-6.50Bil and diluted EPS
to be $2.09-2.23. Gross margin is expected to be 50-54%. Operating income is
expected to be $2.65-2.85Bil while Opex is expected to be $575-625MM.

$MU reported a net income of $2.37Bil or $1.99 per share in 4Q17
compared to a net loss of $170MM or $0.16 per share in 4Q16. Adjusted net
income totaled $2.39Bil or $2.02 per share in 4Q17. Revenues were $6.14Bil, up
91% compared to last year.

$TECD has
added FlexPod SF, a converged infrastructure offering that features NetApp SolidFire
all-flash storage array technology, to its FlexPod Modular Integration (FMI)
program. FMI is a sales velocity program that helps partners expedite the sales
of FlexPod solutions by managing the entire process from registration to shipment.

$MSFT announces the next update for its Office software named Office 2019. This update, which will be released in 2H18, will include the already existing Word, Excel, and PowerPoint applications. Also, Office 2019 is designed for customers who aren't using Microsoft's cloud services. Previews of Office 19 will be shipped in mid-year 2018.

$MSFT join hands with $ACN and Avanade to offer advanced cybersecurity solutions. This multiyear, multimillion-dollar partnership will provide cyberdefense solutions to clients to detect, investigate and respond to cyberthreats. In 2017, Accenture and Avanade have been named as Microsoft Alliance SI Partner of the Year, for the 10th year in a row.

Professional services company $ACN has entered into a
multi-year multi-million partnership with $MSFT and Avanade to develop enhanced
cyber defense solutions to help clients detect, investigate and respond to
cyber threats. The collaboration is extension of a strategic relationship among the firms, which began in 2000.

$AMZN said Amazon Studios has closed an exclusive first-look
production deal with actor Casey Affleck under his new production banner Sea
Change Media. The two-year deal will cover both film and television projects. Amazon
Studios also has first-look production deals with Bona Fide Productions, Killer
Films and Le Grisbi Productions.

$AMZN's Amazon
Web Services company plans to open an infrastructure region in the Middle East
by early 2019. The AWS Middle East (Bahrain) Region will consist of three
Availability Zones at launch. AWS will also launch an AWS Edge Network Location
in the UAE in 1Q18, bringing Amazon CloudFront, Amazon Route 53, AWS Shield and
AWS WAF to the region.

Putting speculations to rest, $GOOGL agreed to acquire a
part of the engineering team of Taiwan-based smartphone maker HTC Corp. for
$1.1Bil in cash. The search giant intends to leverage the expertise of the HTC
employees, most of whom were part of its Pixel project. Google will also receive
a non-exclusive license for HTC’s intellectual property.

With customers like $BAC and $T, $ORCL is confident of taking market share across the applications ecosystem. Oracle's app business grew 17% in 1Q18 with large marquee customer wins across Cloud portfolio. Oracle said its app business growth rate in the Cloud is higher than other players and sells double of what $CRM sells in absolute dollars.

$ORCL will become the world's first fully autonomous database when it delivers its next generation of the Oracle database by the end of this calendar year. Customers moving from Amazon's Redshift to Oracle's autonomous databases can expect to cut their cost in half or more, said the company.

$ORCL saw expanded gross margin for its SaaS business during 1Q18 as the business continues to scale and grow dramatically. The gross margin for SaaS was 67%; up from 59% last Q1. The company said it is committed to its goal of 80% SaaS gross margin, possibly as soon as sometime in FY19.

$ADBE's sales and marketing expense grew 14% in 3Q17. The company confirmed that in 2018, the incremental spend will be mainly in sales and marketing and R&D. Adobe added that sales and marketing expense will be increased to create an awareness about the Creative Cloud business and invest on the sales capacity on the digital marketing business.

$ORCL, in its 1Q18 conference, said the customer adoption of its cloud products and services continue to be very, very strong and on-premise business remains very resilient. But the software giant continues to lose momentum in its new software licenses and hardware businesses, which saw revenue decline 6% and 5%, respectively, during the quarter.

$ADBE entered into a strategic partnership with $MSFT in 3Q17, which will complement both of the companies cloud offerings. Customer wins in the quarter included Adidas, HSBC, Kellogg’s, Marks & Spencer and University of Maryland.

For 4Q17, $ADBE targets revenue of approx. $1.95Bil, GAAP EPS of approx. $0.86 and non-GAAP EPS of approx. $1.15. For FY17, Digital Media segment is expected to grow about 26% and the growth in Adobe Experience Cloud business is estimated to be approx. 24%.

$ADBE posted strong results in 3Q17, benefiting from the digital transformation across the globe. Both revenue and EPS exceeded the company's outlook. Profit soared 55% to $419.6MM or $0.84 per share on revenue of $1.84Bil, which rose 26%. Earlier, Adobe had guided revenue of approx $1.815Bil and EPS of about $0.72 for 3Q17.

$MSFT appointed $PEP's CFO Hugh Johnston to its Board of Directors, effective immediately. He will also be the member of Board's audit committee. He will be 13th Board member of Microsoft. Additionally, the current Board member Mason Morfit will not seek re-election to the Board and his term expires at the annual shareholders meeting in November.